Financial Advisor

Conexus Credit Union; Rocanville; On-site; CAD 50,000 - 63,000; Full time

Benefits offered by this job

Preferred rates for banking needs

Vacation benefits

Wellness benefit options

Pension matching

Job summary

Conexus Credit Union in Rocanville, Saskatchewan, is seeking a full‑time Financial Advisor to guide members toward achieving their financial goals through personalized advice and a full suite of banking, investment and lending solutions.

You will engage with members, identify needs, and build relationships while maintaining compliant records and delivering outstanding service across branches within the network.

Qualifications

• 1–2 years of Financial Industry experience in an advisory capacity.
• Sales experience is considered an asset.
• Experience in portfolio management is preferred.
• Completion of or working towards the Financial Planner and PFS designations.
• Investment Funds in Canada (IFIC) is considered an asset.

Responsibilities

• Identify members' financial goals and provide advice and solutions.
• Offer and fulfill banking, investment and lending products within scope.
• Conduct proactive outreach to educate members on products and services.
• Refer complex needs to subject matter experts to grow member relationships.

Skills

Financial Industry Experience

Sales Experience

Portfolio Management

Investment Knowledge

Education

Financial Planner designation

PFS (Personal Financial Services) designation

Tools

IFIC Certification

Job description

At Conexus, we are focused on supporting our members with their needs of today, while also helping them pursue their goals for the future. It’s more than conducting a banking transaction, it’s about providing insightful content, tools, expert advice, and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member’s success, ultimately contributing to a thriving province.

We are curious, courageous, confident and committed. Our values ensure we consistently deliver outstanding member experiences. As employees, we are more than just individuals who come to work each day, each role is a vital part of Conexus.

As of January 1, 2026, Conexus, Cornerstone, and Synergy credit unions have merged into one provincial credit union serving over 200,000 members in 57 branches across 50 Saskatchewan communities.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

As a full-time Financial Advisor at our branch in Rocanville, Saskatchewan, you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound financial advice. This includes the offering and fulfillment of financial services and products to new and existing non-portfolio aligned members.

How You’ll Be Spending Your Time

Member Experience and Sales

• Proactively identify members’ financial goals and provide advice and solutions to support their achievement
• Provide account, investment and lending products, within scope of position, to meet member needs:
  • Memberships and accounts including lines of credit
  • Consumer investment products (excluding mutual funds)
  • Non-complex consumer lending products
  • Cards
  • Registered products
  • Safety deposit boxes
  • Mobile banking solutions
  • Day to day banking needs
• Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services
• Increase retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfaction

Compliance and organizational support

• Ensure complete, accurate and timely documentation
• Adhere to security and operational policies, procedures and operational controls
• Ensure healthy balance between opportunity & risk and between growth & profitability (e.g. through understanding and application of profitability margins in rate negotiation, fee subsidies, etc.)
• Positively represent Conexus externally to support the growth of our membership and to enhance credit union system support and collaboration
• Proactively identify opportunities to enhance processes and improve operational efficiencies
• Provide support, assistance and backup as required for retail team

The way people describe you

You’re a quick thinker, a keen listener and eager to help others. You’re friendly and approachable and build relationships with ease. You have deep knowledge in the psychology of money, allowing you to grasp the underlying behaviours influencing people’s financial choices, and you confidently handle sensitive information with discretion. You demonstrate a can‑do attitude and seek opportunities for enhancements and efficiencies, often sharing your learnings with others. Embracing a team‑oriented approach, you value diversity and collaborate effectively with others. Your ability to manage multiple projects simultaneously is reinforced by your unwavering dedication to ongoing learning and skill development

The Experience You Bring

• 1 to 2 years of Financial Industry Experience in an Advisory Capacity
• Experience in a Sales position is considered an asset
• Experience in portfolio management
• Completion of or working towards the Financial Planner and Personal Financial Services Advice designations
• Investment Funds in Canada (IFIC) is considered an asset

Salary Range: $50,180 - $62,720 with 7% Short Term Incentive Target

Benefits and Perks

• Preferred rates for all your banking needs, helping to make life more affordable.
• Vacation benefits, giving you time to spend on what’s most important to you.
• Competitive benefit package options covering all aspects of personal wellness.
• Pension matching to support you toward retirement.

We are excited to welcome candidates who bring a blend of academic, professional and volunteer experience that sets them apart. Research shows that many applicants tend to apply only when they meet every qualification of the role. However, we encourage you to explore opportunities that closely match your skillset and experience. We truly value diverse backgrounds and varied experiences, as we are dedicated to creating inclusive and diverse workplaces.